-14.8%
VEEV vs WWD
+191.3%
-206.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.4% |
| 7D | -7.1% | +0.6% | -7.7% | -7.2% |
| 30D | +11.1% | -5.1% | +16.2% | +12.3% |
| 3M | +55.5% | -11.2% | +66.8% | +58.4% |
| 6M | +33.4% | -12.0% | +45.4% | +35.3% |
| YTD | +16.8% | +12.0% | +4.8% | +9.1% |
| 1Y | -7.7% | +42.8% | -50.5% | -21.0% |
| 3Y | +18.4% | +168.9% | -150.6% | -23.4% |
| 5Y | -14.8% | +192.2% | -207.0% | -49.4% |
| All | -14.8% | +191.3% | -206.1% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling